Institutional Ownership Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,523,449
shares
|
$70.4 Million
0.01% of portfolio
|
Q1 2024
Added 711792.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
949,235
shares
|
$43.9 Million
0.52% of portfolio
|
Q1 2024
Added 7.96%
|
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
887,820
shares
|
$41 Million
2.95% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
5th Street Advisors, LLC
|
May 01, 2024 Q1 2024 |
451,207
shares
|
$20.8 Million
11.88% of portfolio
|
Q1 2024
Added 18.79%
|
|
|
Roof Eidam & Maycock
|
May 06, 2024 Q1 2024 |
348,947
shares
|
$16.1 Million
4.51% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
277,949
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
266,767
shares
|
$12.3 Million
1.3% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
252,996
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2024
Added 22.53%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 14, 2024 Q1 2024 |
193,353
shares
|
$8.93 Million
2.2% of portfolio
|
Q1 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Apr 18, 2024 Q1 2024 |
169,454
shares
|
$7.83 Million
3.86% of portfolio
|
Q1 2024
Added 97.43%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
107,617
shares
|
$4.97 Million
0.49% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
102,569
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2024
Added 9.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
100,748
shares
|
$4.65 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
83,056
shares
|
$3.84 Million
0.93% of portfolio
|
Q1 2024
Added 187.38%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
78,188
shares
|
$3.61 Million
0.42% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Noesis Capital Mangement Corp
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.34 Million
0.75% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.34 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Platform Technology Partners
|
Feb 13, 2024 Q4 2023 |
69,670
shares
|
$3.22 Million
1.34% of portfolio
|
Q4 2023
Added 154.33%
|
|
|
Norway Savings Bank
|
Apr 16, 2024 Q1 2024 |
67,939
shares
|
$3.14 Million
1.32% of portfolio
|
Q1 2024
Added 29.65%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
67,038
shares
|
$3.1 Million
0.84% of portfolio
|
Q1 2024
Added 122.37%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
55,412
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2024
Added 25.72%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
55,095
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2024
Added 288.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
36,432
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
30,190
shares
|
$1.39 Million
0.85% of portfolio
|
Q1 2024
Added 1.1%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
29,510
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Added 21.5%
|
|